AI Factories Create Winners and Losers in Power Equipment Market

Power equipment manufacturers are adjusting their product lines as AI data centers increase demand for electrical infrastructure. The market for power equipment serving data centers is projected to reach more than $200 billion annually. Companies including Eaton, Schneider Electric, and Generac have announced or expanded product lines targeting AI facility operators. Some traditional power equipment suppliers have reduced focus on legacy product segments to allocate resources toward data center infrastructure.

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